Virtual Client Onboarding Representative in Boston, Massachusetts at Nuvant Consulting Group
NewSalary: $60000 - $75000Job Function: Customer ServiceEmployment Type: Full-Time
Nuvant Consulting Group
Boston, Massachusetts, 02108, United States
Posted on
New job! Apply early to increase your chances of getting hired.
Explore Related Opportunities
Customer Service Representatives jobs near me in MassachusettsJobs near me in MassachusettsCustomer Service Representatives jobs
Job Description
Virtual Client Onboarding Representative
About the Role: Nuvant is hiring Virtual Client Onboarding Representatives to help new and prospective clients explore financial solutions that align with their personal or business goals. In this role, you’ll serve as a key first point of contact to introduce our services and guiding clients toward the next step.
Core Responsibilities
Qualifications
What We Offer
About the Role: Nuvant is hiring Virtual Client Onboarding Representatives to help new and prospective clients explore financial solutions that align with their personal or business goals. In this role, you’ll serve as a key first point of contact to introduce our services and guiding clients toward the next step.
Core Responsibilities
- Serve as the primary virtual point of contact for new and incoming clients
- Initiate outbound calls, emails, and messages to welcome and onboard clients
- Engage in conversations to discover client needs and goals
- Clearly explain service offerings and recommend next steps
- Schedule follow-up calls or connect clients with the right team members
- Maintain detailed and accurate client records in our CRM system
Qualifications
- High school diploma or college degree preferred
- Professional, friendly communicator who thrives in a client-facing environment
- Organized and comfortable working in a work from home setting
- A people-first approach with strong listening and follow-up skills
- Previous experience in sales, appointment setting, or client-facing role a plus
What We Offer
- Competitive base salary plus performance-based bonuses and incentives.
- Access to comprehensive benefits package including medical, dental, vision, 401k, and paid time off.
- Flexibility with structured support
- Opportunities for advancement with a growing company
- A team culture that values professionalism and performance
Scan to Apply
Just scan this QR code to apply from your phone.
- Fast
- Easy
- Apply on the go
Job Location
Boston, Massachusetts, 02108, United States
Frequently asked questions about this position
Similar Jobs In Boston, Massachusetts
Hot Job
Treasury Services Specialist
North Easton Savings Bank
South Easton, Massachusetts
NewHot Job
Cashier / Customer Service Associate
The Norfolk Companies
Mattapan, Massachusetts
New
Member Services Representative
FlynnGroup
Hanover, Massachusetts
New
TCC - MA Auburn - FT - Retail Sales Representative
TCC Wireless LLC
AUBURN, Massachusetts
New
Client Service Representative (Banker) - South Shore
Hingham Institution for Savings
Hull, Massachusetts
Apply Now
By submitting your application, you agree to JobTarget's
Terms of Use and
Privacy Policy.